Paralegal Job at Legal Search Solutions, Inc., Boca Raton, FL

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  • Legal Search Solutions, Inc.
  • Boca Raton, FL

Job Description

Private Client Services Paralegal

A national law firm client is seeking an experienced Trusts & Estates & Probate Paralegal to support attorneys in its Trusts & Estates/Wealth Planning practice.

Responsibilities:

  • Draft, review, and revise estate planning documents, including wills, trusts, powers of attorney, and healthcare directives
  • Support trust and estate administration, including probate filings, asset inventories, and accountings
  • Assist with the preparation and filing of estate and gift tax returns
  • Prepare trust funding documents, asset transfers, and beneficiary designations
  • Maintain organized electronic and physical client files
  • Track deadlines and manage workflow for assigned matters
  • Serve as a point of contact for clients, advisors, accountants, and court personnel
  • Conduct basic legal and factual research

Qualifications:

  • 10+ years of paralegal experience in trusts & estates, private wealth planning
  • Strong knowledge of estate planning and trust administration processes
  • Exceptional organizational skills and attention to detail
  • Ability to handle sensitive and confidential information with discretion
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities in a deadline-driven environment

Compensation + Benefits

The firm offers a phenomenal benefits package, including significant PTO, 401 (k), and pension plans, and a top salary. If interested, please contact Bill Karp, Bill@Toplawjobs.com

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